Hanson & Doremus Investment Management
•CIK: 1393944•Filing: Q4 2025
Hanson & Doremus Investment Management manages $832M across a diversified portfolio of 477 positions. The fund exhibits a significant allocation to broad market and fixed-income exposure, notably holding SCHB at $183.8M and VGIT at $67.0M. Further diversification is evident with substantial positions in international equities, including VEA ($50.8M) and VWO ($25.8M). The portfolio maintains exposure to key technology and sector leaders, highlighted by TSM ($25.0M) and MSFT ($21.8M).
Total AUM
$831.9M
QoQ Performance
+4.7%
Positions
477
Top 10 Concentration
59.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
VGIT
VEA
VCIT
SCHB22.1%
VGIT8.1%
VEA6.1%
VCIT6.0%
ESGV3.1%
VWO3.1%
TSM3.0%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.8%
Technology8.8%
Financial5.3%
Healthcare4.1%
Consumer2.4%
Industrial1.9%
Energy1.2%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
+295 more exited positions
Changes from Q3 2025
↑49 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023